Filing Details
- Accession Number:
- 0001289419-20-000224
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2020-11-04 18:06:20
- Reporting Period:
- 2020-11-02
- Accepted Time:
- 2020-11-04 18:06:20
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1289419 | Morningstar Inc. | MORN | Investment Advice (6282) | 363297908 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1324069 | D Joseph Mansueto | C/O Morningstar, Inc. 22 West Washington Street Chicago IL 60602 | Executive Chairman | Yes | Yes | Yes | No |
Transaction Summary
| Sold: | 28,768 shares | Avg. Price: $195.58 | Total Value: $5,626,562.62 |
| Number of Shares After Transactions: | 19,673,662 shares | ||
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2020-11-02 | 294 | $190.09 | 19,702,136 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-02 | 2,765 | $191.35 | 19,699,371 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-02 | 4,917 | $192.17 | 19,694,454 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-02 | 2,713 | $193.29 | 19,691,741 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-02 | 1,385 | $194.44 | 19,690,356 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-02 | 2,122 | $195.06 | 19,688,234 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 1,293 | $195.27 | 19,686,941 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 673 | $196.24 | 19,686,268 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 1,943 | $197.59 | 19,684,325 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 6,094 | $198.51 | 19,678,231 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 4,525 | $199.36 | 19,673,706 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2020-11-03 | 44 | $200.44 | 19,673,662 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 150,000 | Indirect | ByTrust |
Footnotes
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019.
- The transaction was executed in multiple trades at prices ranging from $189.72 to $190.3450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $190.74 to $191.7050. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $191.79 to $192.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $192.82 to $193.7850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from 193.89 to $194.8550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $194.92 to $195.18. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $194.79 to $195.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $195.90 to $196.65. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $196.93 to $197.89. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $198.00 to $198.98. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The transaction was executed in multiple trades at prices ranging from $199.0150 to $199.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
- The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.
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